Evan Cohen

Evan Cohen Email and Phone Number

Financial Advisor and Partner @ Stratos Wealth Partners, CA
Encinitas, CA, US
Evan Cohen's Location
Encinitas, California, United States, United States
Evan Cohen's Contact Details

Evan Cohen personal email

n/a
About Evan Cohen

My name is Evan Cohen, and I am a financial advisor at Stratos Wealth with a local office in Del Mar. I have a singular, core focus to pursue one specific goal- To assist each employee that participates in their company's retirement plan toward a successful, goals-based retirement outcome. With over 15 years of private client experience, I have the backing of a Barron’s Top 100* firm and 3 industry leading relationships for clients to select from- Fidelity, LPL and Charles Schwab. My clients have a multitude of options as it relates to investment choice and fee transparency. Always feeling informed, understood, and in control is my top priority. Retirement Plan Sponsor- If you administer your corporate retirement plan and have any plan design, education or investment related questions please contact me to schedule a complimentary Plan Benchmark Review.Executives- If you participate in your corporate retirement plan, or are in a career transition, you may greatly benefit from professional guidance on how best to align your investment strategy with your retirement goals. Please contact me to schedule a complimentary review to help you prepare for a goals-based retirement outcome.My wife and I reside in Encinitas with our daughter. We enjoy surfing, fitness training and mountain biking our local trails.*Barron’s “Top 100 RIA Firms” ranking is based upon quantitative and qualitative criteria including: regulatory records, client retention reports, assets managed, revenue generated, technology spending, number of clients, size and diversity of staff, placement of a succession plan, and more. Investor experience and returns are not considered. Neither THE FIRM nor its financial advisors pay a fee to Barron’s in exchange for the ranking.

Evan Cohen's Current Company Details
Stratos Wealth Partners, CA

Stratos Wealth Partners, Ca

View
Financial Advisor and Partner
Encinitas, CA, US
Employees:
6
Evan Cohen Work Experience Details
  • Stratos Wealth Partners, Ca
    Financial Advisor And Partner
    Stratos Wealth Partners, Ca
    Encinitas, Ca, Us
  • Stratos Private Wealth
    Financial Advisor And Partner
    Stratos Private Wealth Dec 2023 - Present
    San Diego, Ca, Us
    I provide advice with a singular core focus to achieve one goal. To ensure each professional that participates in their company's retirement plan achieves a successful, goals-based retirement outcome.Retirement Plan Sponsor- If you administer your corporate retirement plan and have any fiduciary compliance, plan design, or investment related questions please contact me to schedule a complimentary Plan Benchmark Review.Participants- If you participate in your corporate retirement plan, or are in a career transition, you may greatly benefit from professional guidance on how best to align your investment strategy with your retirement goals.Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
  • Edward Jones
    Financial Advisor
    Edward Jones Aug 2011 - Dec 2023
    St. Louis, Mo, Us
    Providing financial planning and investment advisory services to families and businesses in San Diego.
  • Morgan Stanley
    Financial Advisor
    Morgan Stanley Apr 2010 - Aug 2011
    New York, Ny, Us
  • Orion Consulting
    Owner
    Orion Consulting Feb 2001 - Apr 2010
    Human Resources consulting firm offering a broad array of services to our clients including:Executive Search, Compensation and Benefits Guidance, Payroll Services

Evan Cohen Skills

Portfolio Management New Business Development Investments Succession Planning Insurance Small Business Account Management Management Strategy Start Ups Credit Team Leadership Budgets Business Development Fixed Annuities Business Strategy Risk Management Analysis Competitive Analysis Due Diligence Entrepreneurship Financial Risk Forecasting Real Estate Executive Management Leadership Process Improvement Estate Planning Executive Search Business Management Consulting Restructuring Mergers And Acquisitions Sales Management Business Planning Negotiation Banking Change Management

Evan Cohen Education Details

  • California State University San Marcos
    California State University San Marcos
    Communications

Frequently Asked Questions about Evan Cohen

What company does Evan Cohen work for?

Evan Cohen works for Stratos Wealth Partners, Ca

What is Evan Cohen's role at the current company?

Evan Cohen's current role is Financial Advisor and Partner.

What is Evan Cohen's email address?

Evan Cohen's email address is ev****@****ing.com

What schools did Evan Cohen attend?

Evan Cohen attended California State University San Marcos.

What skills is Evan Cohen known for?

Evan Cohen has skills like Portfolio Management, New Business Development, Investments, Succession Planning, Insurance, Small Business, Account Management, Management, Strategy, Start Ups, Credit, Team Leadership.

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